Top advisors focused on college savings (529s, utma, etc.) in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Saving for college often starts when you want to balance current expenses with future education costs, especially if you’re considering tax-advantaged accounts like 529 plans or custodial accounts (UTMA). A common mistake is not aligning the savings plan with your child’s timeline and financial aid considerations, which can reduce the benefits.
- Account type guidance. Confirm how they help choose between 529 plans, UTMA accounts, or other options based on your goals and state tax rules.
- Investment strategy. Ask how they adjust investments as your child approaches college age to manage risk and growth.
- Financial aid impact. Check if they model how savings accounts affect eligibility for scholarships and aid.
- Contribution flexibility. Understand their advice on adjusting contributions if your financial situation changes over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Hassan A
Series 63, Series 65
Rockville, MD
LPL Financial
Hassan Al Kadhimi specializes in college savings plans like 529s and UTMA accounts, offering guidance tailored to balancing current expenses with future education costs. Operating from LPL Financial in Rockville, MD, he provides flat-fee financial planning supported by a large firm's resources and has experience with tax-loss harvesting and retirement plans, which may benefit clients seeking comprehensive wealth management alongside college savings.
Experience: 2 years
Avg account: $399,489
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Richard B
Series 63, Series 66
Austin, TX
Charles Schwab
Richard Brandi's 33 years of experience and specialization in college savings, including 529 plans and UTMA accounts, equip him to guide families in balancing education costs with tax-advantaged strategies. Based in Austin, TX, he operates within Charles Schwab, a large firm serving high-net-worth clients with a 0.80% annual AUM fee, offering both discretionary and non-discretionary investment guidance supported by extensive research resources.
Experience: 33 years
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Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps specializes in college savings plans like 529s and UTMA accounts, offering tailored guidance that considers tax implications and investment adjustments as children approach college age. With 28 years of experience and CFP® certification, he provides flat-fee financial planning through Advance Wealth Management Service, LLC, which emphasizes individualized asset allocation and risk management strategies, distinguishing him from advisors with less comprehensive investment approaches.
Experience: 28 years
Avg account: $463,417
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Paul K
CFP®, Series 65
Zimmerman, MN
Longview Financial, Inc.
Paul Kinneberg specializes in college savings strategies, including 529 plans and UTMA accounts, supported by 24 years of experience and CFP® certification. Operating independently through Longview Financial, Inc. in Zimmerman, MN, he offers flat-fee financial planning and employs a strategic asset allocation approach blending passive and active investments, which may appeal to clients seeking personalized, non-discretionary advice with transparent fees.
Experience: 24 years
Avg account: $1,170,807
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Justin S
CFP®, ChFC®, Series 66
Prairie Village, KS
Edward Jones
Justin Scicluna specializes in college savings plans like 529s and UTMA accounts, offering tailored guidance that considers tax rules and investment adjustments as children approach college age. With 13 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs and serves a broad client base, differentiating him through extensive resources and a comprehensive wealth management approach.
Experience: 13 years
Avg account: $246,728
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